See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,601 | $69,207-39.9% | $64,056-35.1% | $139,434-70.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.95% | 45.88%-27.9pp | 33.69%-15.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,040 | $3,182-35.9% | $2,747-25.7% | $4,751-57.1% |
| Participant deferral / active EE | $5,511 | $4,682+17.7% | $3,880+42.0% | $6,710-17.9% |
| Admin fee / account holder | $5,303 | $4,244+24.9% | $3,068+72.8% | $11,403-53.5% |